# Plante Moran Financial Advisors

Plante Moran Financial Advisors is a Multi Family Office based in Southfield, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Southfield, United States
- **Region:** North America
- **Address:** Southfield, MI, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** plantemoran.com
- **LinkedIn:** https://www.linkedin.com/company/plante-moran-wealth-management

## Regulatory record

- **CRD number:** 112158
- **SEC file number:** 801-44058
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Plante Moran Financial Advisors is an SEC-registered investment adviser in Southfield, MI, registered since 1993. The firm manages $25.1 billion in assets, with $10.1 billion managed on a discretionary basis. It has 148 employees and 146 investment advisers.

## People

- Tim Nielsen — President, Plante Moran Financial Advisors

## Questions

### Does Plante Moran Financial Advisors manufacture its own investment products or funds?

No. The firm operates as a fee-only fiduciary and does not manufacture proprietary mutual funds, ETFs, or structured products. Portfolios are built using third-party institutional managers, individual securities, and direct-indexing solutions. This open-architecture structure removes the conflicts inherent in firms that both manufacture products and advise clients on portfolio construction.

### What role does Plante Moran Trust play alongside the advisory group?

Plante Moran Trust is a separately chartered trust company within the partnership that serves as corporate trustee, executor, and custodial agent. When a client family requires trust administration — whether for a generation-skipping trust, a charitable remainder trust, or estate settlement — the trust company coordinates with the financial advisory team. This dual structure allows the firm to manage both the fiduciary administration and the invested assets under a unified partnership umbrella.

### What is the typical client profile for Plante Moran Financial Advisors?

The core client base consists of closely held business owners, senior executives, and multi-generational families with complex tax and planning needs. Many come to the firm through its accounting practice, making the typical relationship one that spans business advisory, personal tax preparation, estate planning, and portfolio management. The firm also advises corporate retirement plans and institutional accounts, though the high-net-worth individual and family segment forms the economic center of the practice.

### How is the firm regulated, and what fiduciary obligations does it carry?

Plante Moran Financial Advisors is registered as an investment adviser with the US Securities and Exchange Commission, which subjects it to a statutory fiduciary duty to act in clients' best interests. It is not a broker-dealer, and its advisors do not earn commissions on product sales. Compensation comes through asset-based fees, hourly charges, or retainer arrangements — each disclosed to clients via Form ADV Part 2.

### How does Plante Moran's geographic footprint shape its investment and planning capabilities?

The firm's primary offices concentrate in the Great Lakes region — Michigan, Ohio, Illinois — with additional presence in Colorado. This distribution reflects the accounting partnership's own office network. Clients benefit from in-person planning coordination across tax, trust, and investment professionals sharing the same physical offices, while portfolio management runs through the centralized CIO process regardless of individual advisor location.

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Updated: 2026-07-06T01:24:23.363Z

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